Anthropic brings Claude to financial advisors with BlackRock and Schwab integrations

Anthropic has launched Claude for Financial Advisors, a collection of connectors and workflow skills aimed at reducing the time advisors spend on research, preparation and paperwork, according to a Sept. 14 statement. The suite can connect to custodians, asset managers, portfolio reporting platforms, CRMs, financial planning systems and other tools so advisors can work with client information in one place. The new connectors include Addepar, BlackRock, Charles Schwab, Envestnet, iCapital, Orion, SS&C Black Diamond, Wealthbox, Wealth.com, Vanguard and Zocks. The product also works with existing Claude connectors such as Microsoft 365, Salesforce, DocuSign, Box, FactSet, S&P Global and Morningstar, allowing advisors to bring data from multiple systems into their workflows. The accompanying skills cover tasks including pre-meeting preparation, alternative investment briefs, compliance reviews, estate and tax checks, portfolio rebalance reviews, meeting follow-ups and prospect intake. Claude prepares summaries and drafts while advisors retain control over investment decisions, client communications and other regulated activities through required review and approval, the company...